Jake Falcon

Upticks: A Financial Planning & Investment Podcast

Join Jake Falcon and Cory Bittner as they share practical financial insights, covering retirement planning, tax tips, and market trends in an engaging and easy-to-follow format.

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Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330)

E330 • 36 mins • Jan 3, 2025

Recent Episodes

Jan 3, 2025

Lessons from Warren Buffett, Rising Homeownership Costs, and the U.S. Retirement Crisis (Ep. 330)

E330 • 36 mins

Dec 26, 2024

Roth Strategy, Happy Retirement, Inflation Protection, Charitable Giving (Ep. 329)

E329 • 36 mins

Dec 19, 2024

Planning for Elder Care, AI in Daily Life, Maximizing HSA Benefits, and Portfolio Rebalancing (Ep. 328)

E328 • 34 mins

Dec 12, 2024

Taxing Retirement, Senior Work Trends, Gen Z Salary Goals, and Withdrawal Frequency (Ep. 327)

E327 • 33 mins

Dec 6, 2024

Porch Pirates, Retirement Purpose, Roth IRA Moves, and Sports Gambling Risks (Ep. 326)

E326 • 36 mins

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